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Who owns NAII?

Institutional ownership of Natural Alternatives International Inc. from Form 13F, Q2 2026

23 institutional managers reported holding Natural Alternatives International Inc. (NAII) in Form 13F filings for Q2 2026, with 2,320,535 shares worth $5.5M. The largest reported holder was Caldwell Sutter Capital, Inc. Managers that filed both quarters added a net 129,708 shares (+5.9%). 2 opened new positions and 1 sold out.

Funds holding
23
Value held
$5.5M
New / sold out
2 / 1
Net shares, same filers
+5.9%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of NAII

FundValueShare of 13F holdingsSharesMove
Caldwell Sutter Capital, Inc.$1.2M21.5%498,220Trimmed
Dimensional Fund Advisors LP$803K14.5%335,789Trimmed
Morgan Stanley$735K13.3%307,630Added
Mink Brook Asset Management LLC$701K12.6%293,447Unchanged
Renaissance Technologies LLC$663K12.0%277,457Trimmed
Vanguard Capital Management LLC$504K9.1%210,880Unchanged
Integrated Wealth Concepts LLC$211K3.8%88,186Added
Citadel Advisors LLC$181K3.3%75,746Added
Bridgeway Capital Management, LLC$147K2.7%61,495Trimmed
Geode Capital Management, LLC$105K1.9%43,711Trimmed
Vanguard Fiduciary Trust Co$65K1.2%27,095Unchanged
Empowered Funds, LLC$60K1.1%24,906Unchanged
Susquehanna International Group, LLP$48K0.9%19,915New
HRT Financial LP$42K0.8%17,596New
State Street Corp$28K0.5%11,663Unchanged
NewEdge Advisors, LLC$24K0.4%10,022Unchanged
James Investment Research, Inc.$24K0.4%10,022Unchanged
Vanguard Global Advisers, LLC$7K0.1%2,819Unchanged
Tower Research Capital LLC (TRC)$5K0.1%2,028Added
Royal Bank of Canada$3K0.1%1,253Added
Citigroup Inc$2K0.0%649Trimmed
SBI Securities Co., Ltd.$120.0%5Unchanged
Huntington National Bank$20.0%1Unchanged

Share of 13F holdings is each fund's shares as a share of the 2,320,535 NAII shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Integrated Wealth Concepts LLC Added+$182K
  2. Morgan Stanley Added+$94K
  3. Citadel Advisors LLC Added+$77K
  4. Susquehanna International Group, LLP New+$48K
  5. HRT Financial LP New+$42K
  6. Royal Bank of Canada Added+$3K
  7. Tower Research Capital LLC (TRC) Added+$2K

Biggest sellers in Q2 2026

  1. Dimensional Fund Advisors LP Trimmed-$45K
  2. Renaissance Technologies LLC Trimmed-$33K
  3. Bridgeway Capital Management, LLC Trimmed-$33K
  4. Geode Capital Management, LLC Trimmed-$21K
  5. Citigroup Inc Trimmed-$3K
  6. Caldwell Sutter Capital, Inc. Trimmed-$1K
  7. Mink Brook Asset Management LLC Unchanged-$626
  8. Gill Capital Partners, LLC Sold out-$18

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $447K and sold $138K; 5 added and 6 trimmed.

Questions about NAII ownership

Who owns NAII stock?
23 institutional investment managers reported NAII positions in their Form 13F filings for Q2 2026, holding 2,320,535 shares worth $5.5M in total. Caldwell Sutter Capital, Inc. reported the largest position.
Are funds buying or selling NAII?
In Q2 2026, 2 managers opened new NAII positions, 5 added, 6 trimmed and 1 sold out. Managers that filed in both quarters added a net 129,708 shares.
How current is this NAII institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to NAII by CUSIP. Options are left out. NAII news and filings · NAII insider trades · Top funds